Add Contacts

Contents

To add contacts:

1. Expand the Project Information folder and click Companies.
2. Open the company to which you want to add a contact.
3. Click Add to open the Contact Dialog Box.
4. Enter the initials for the contact.
5. Click Select User Account and select a valid user account to link to the contact.

   This is necessary in order to use a contact in the document approval and document owner processes. One user account can have multiple contacts linked to it. If the contact will not be used in the document approval and document owner processes, ignore this step.

6. Enter other important information for the contact. You can also link issues or add attachments to the contact.

   Note: The salutation on email messages will be filled with the information in the Last Name and Gender fields.

   • Mark the Key Contact for this Company checkbox if this contact will be the key contact.
   • Mark the Inactive checkbox to inactivate this contact without deleting it.
   • Enter an email address for the contact so they can receive email notifications of their pending action items.
7. When finished editing the contact, either click Save and Close or click Save and Add Another.